Journey
Where each customer is, and where they're heading
Clynto follows every account along five independent tracks — lifecycle, risk, expansion, support and renewal — and moves it along each one from the data it already has. This chapter explains the tracks, how the journey stage is set, onboarding milestones, and what happens when a customer churns.
At a glance
- Five independent tracks: Lifecycle, Risk & Health, Expansion, Support and Renewal & Commercial.
- The journey stage is the Lifecycle track — applied automatically, overridable by hand.
- An onboarding step that stalls for 14 days raises a signal.
Articles
Five tracks, not one pipeline
An account is never just "in onboarding".
The journey stage is set for you
The journey stage shown on the account and in the Accounts list is the Lifecycle track's state — Onboarding, Adoption or Steady State — plus Churned, which overrides…
Setting tracks, holds and Recompute tracks
An open Early credit exhaustion or Credits over allowance signal moves Expansion from None to Identified on its own.
Onboarding milestones
While an account is onboarding, Clynto tracks its milestones in four steps: Kickoff → Integration setup → First value → Go live.
When a customer churns
There are two ways an account ends up churned, and both end in the same place.